No, the only AI that matters is one that large corporations are paying for. And that is Claude.

That's very true but unfortunately Anthropic have locked in contracts for so much compute that they absolutely need to expand beyond the corporations currently paying them.

Realistically they need to 3x their revenue to pay for their compute. While that's plausible, I'm not convinced that it can all come from developers. Many many developers are already using Claude. I think they need consumer, or some other market too.